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There are loads of questions out there about Employee Retention Credit, and with all the guidance on top of PPP and all the rest, it can be hard to know everything and stay-up-to-date. My guest today is Randy Crabtree, co-founder and owner of Tri-Merit, which is a specialty tax firm supporting CPA and their clients. Randy and I were talking recently, and the topic came up that, due to the complexity, shifting nature of guidance, it’s easy to miss out on ERC for your clients. Randy has been studying ERC day in and day out, delivering trainings and webinars on the topic, and is going to highlight what he sees as the 3 most common areas of opportunity that are not getting captured. I also solicited questions from the #Slack channel I host for my clients, from my Daily email list, and a few other locations, so we’ll do a lightning round at the end. There are 3 common areas that Randy sees needing clarification. 280C Adjustment Do owners and spouses qualify? How to get PPP and ERC to play nicely together We also discuss how valuable this can be for your clients and for you and your business. We conclude the conversation with suggestions on how to price, and where you can find out more about Randy and Tri-Merit. Connect with Randy Crabtree: Website: https://www.tri-merit.com/ LinkedIn: https://www.linkedin.com/in/randy-crabtree-1945a67/ /////// Free 5-day email course - Better Pricing Strategies for CPAs Get here Want some help in your CPA firm, but not sure where to start? Schedule a free discovery call with me: https://calendly.com/geraldinecarter/15min Want to find out what options you might have for working together? More about 1:1 coaching, roadmaps, and DIY courses here: https://shethinksbigcoaching.com/coaching-options
There are loads of questions out there about Employee Retention Credit, and with all the guidance on top of PPP and all the rest, it can be hard to know everything and stay-up-to-date.
My guest today is Randy Crabtree, co-founder and owner of Tri-Merit, which is a specialty tax firm supporting CPA and their clients.
Randy and I were talking recently, and the topic came up that, due to the complexity, shifting nature of guidance, it’s easy to miss out on ERC for your clients.
Randy has been studying ERC day in and day out, delivering trainings and webinars on the topic, and is going to highlight what he sees as the 3 most common areas of opportunity that are not getting captured.
I also solicited questions from the #Slack channel I host for my clients, from my Daily email list, and a few other locations, so we’ll do a lightning round at the end.
There are 3 common areas that Randy sees needing clarification.
280C Adjustment
Do owners and spouses qualify?
How to get PPP and ERC to play nicely together
We also discuss how valuable this can be for your clients and for you and your business. We conclude the conversation with suggestions on how to price, and where you can find out more about Randy and Tri-Merit.
Connect with Randy Crabtree:
Website: https://www.tri-merit.com/
LinkedIn: https://www.linkedin.com/in/randy-crabtree-1945a67/
///////
Free 5-day email course - Better Pricing Strategies for CPAs
Want some help in your CPA firm, but not sure where to start?
Schedule a free discovery call with me:
https://calendly.com/geraldinecarter/15min
Want to find out what options you might have for working together?
More about 1:1 coaching, roadmaps, and DIY courses here:
https://shethinksbigcoaching.com/coaching-options
Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!